HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
November 2025
Reporting Season – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its full-year results for 2025, which were largely in line with market expectations albeit with a few pleasant surprises. Westpac is the first of the big [...]
October 2025
Portfolio Update – CSL Limited
CSL: This morning, the world's leader in manufacturing medicines from human blood, gave a trading update at their AGM that came in below market expectations. We usually don't comment on trading [...]
HNW Monthly Performance – September 2025
In September, the HNW Australian Equity Portfolio had experienced a challenging month, declining -2.65% and underperforming the benchmark return of -0.78%, primarily due to macroeconomic factors rather than the outlook for company [...]
September 2025
HNW Monthly Performance – August 2025
In August, the HNW Australian Equity Portfolio had a had a challenging month, finishing up +1.34% and behind the ASX 200 TR (ex LPT) return of 3.01%. A disappointing outcome over a month that saw significant [...]
August 2025
Reporting Season – Bapcor
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories and equipment provider, which was in line with market expectations following a trading update in July. HNW Growth has a 2% weight to [...]
Reporting Season – Wesfarmers
Wesfarmers (WES) presented its full-year 2025 results, which were better than expected, demonstrating that WES's businesses are performing well and taking market share. WES shares were priced for perfection heading into [...]
